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Vanguard Dividend Appreciation ETF

1,713 hedge funds and large institutions have $28.6B invested in Vanguard Dividend Appreciation ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 747 increasing their positions, 578 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
Holders Change %
0%
% of All Funds
27.11%
Holding in Top 10
233
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.72%
% of All Funds
3.69%
New
107
Increased
747
Reduced
578
Closed
82
Calls
$98.7M
Puts
$149M
Net Calls
-$50.7M
Net Calls Change
-$97.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
1251
SYM Financial Corp
Indiana
$449K +$31.6K +195 +8%
DFS
1252
Dixon Fnancial Services
California
$447K
ST
1253
Smithfield Trust
Pennsylvania
$446K
KP
1254
Keel Point
Alabama
$443K -$6.97K -43 -2%
SSW
1255
Stone Summit Wealth
Florida
$443K +$443K +2,719 New
FWM
1256
Focused Wealth Management
New York
$442K +$162 +1 +0%
SAM
1257
SignalPoint Asset Management
Missouri
$439K -$972 -6 -0.2%
VCM
1258
Virtue Capital Management
Tennessee
$439K -$162 -1 -0%
SBIA
1259
Sheaff Brock Investment Advisors
Indiana
$439K +$23K +142 +6%
SIC
1260
Samalin Investment Counsel
New York
$439K +$439K +2,708 New
CCM
1261
Crew Capital Management
Ohio
$438K -$85.2K -526 -16%
MF
1262
Montis Financial
Massachusetts
$437K
VCP
1263
Verus Capital Partners
Arizona
$437K +$437K +2,796 New
CAMG
1264
CWA Asset Management Group
Florida
$436K -$1.55M -9,555 -78%
BAM
1265
Berkshire Asset Management
Pennsylvania
$436K -$36.5K -225 -8%
ST
1266
Sageworth Trust
Pennsylvania
$434K
BAAM
1267
Baker Avenue Asset Management
California
$434K +$16.2K +100 +4%
MWM
1268
MBE Wealth Management
Wisconsin
$433K -$8.1K -50 -2%
BHWM
1269
Bay Harbor Wealth Management
Maryland
$433K
PS
1270
Planned Solutions
California
$433K
OL
1271
Optas LLC
Texas
$432K
WCF
1272
West Coast Financial
California
$431K
CA
1273
Crewe Advisors
Utah
$431K +$431K +2,654 New
NL
1274
NVWM LLC
Pennsylvania
$430K -$19.4K -120 -4%
SCA
1275
Stonebridge Capital Advisors
Minnesota
$429K -$47.8K -295 -10%